Sending an Email Message from the Person Record

You can send a one-time message to a person from their person record using the mailing client included in Slate.

1. In the Connect section, select the intended email address for the email. A Send Message popup appears for editing and sending the email.
   
   

2. From the Send Message popup, you can change the Sender email address for your one-time message, select the Recipient email address from the email addresses associated with the person record, and make use of the same editing tools available in the Deliver tool. You also have easy access to your saved Inbox Snippets.
   

Sending a Text Message from the Person Record

In addition to email, text messages can be sent from the person record. From the Connect section of the person record, select the person’s Mobile number. A Connect popup appears. To send a text message, select SMS. A  text message version of the Send Message popup appears.

The popup includes access to any mobile-friendly Inbox content blocks (snippets) you have created, similar to the message option selected above.

You can also choose between available recipient mobile numbers when composing a text message from the person record.

Sending Emails to Relations from the Person Record Dashboard

When sending an email from the person record, you can CC the record's relations and alternative recipient email addresses.

1. When composing an email message from the person record, click the "@" icon. The Address Book popup appears.
   
   

2. Select the record's additional recipient email addresses (listed with no value in the Relationship column) and the email addresses of any desired relations to CC on the message.
   
   

3. Click Add. The selected address are added to the message popup.
   

Delaying Message Delivery

1. When sending an email to a person from their person record, you can delay delivery of your message for up to 24 hours.
   
   

2. Enter the time that you want your message delivered and click Save.

   Once delay delivery is set up for your message, selecting Send at the bottom left of the Send Message popup will schedule your message for delivery at the designated time.